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Where is your primary residence?

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How May We Reach You?

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Our Process

The Platforms Behind Your Financial Life

Your investments, financial plan, and wealth reporting are connected through institutional-grade technology — accessible 24/7 from any device.

Explore Your Technology
3 Integrated
Platforms
24/7 Portal &
Mobile Access
1 Unified Wealth
Dashboard
Your Technology

Everything Connected, Always Accessible

Your investments, financial plan, and wealth reporting are seamlessly integrated through institutional-grade platforms. Once onboarded, everything syncs automatically—updated daily and accessible 24/7 from any device.

Charles Schwab
Custodian & Accounts
Your Assets
Black Diamond
Wealth Dashboard
Live Reporting
RightCapital
Financial Planning
Your Plan

All platforms sync automatically — your data flows in real time.

0
Hour Access
0
Integrated Platforms
$0
SIPC Insurance
0%
Transparency
Wealth Dashboard

Black Diamond

Your Complete Wealth Picture — Updated Daily

Black Diamond is your BRIM-branded wealth portal—a single, secure dashboard where you can see every account, every holding, and your full performance history in real time. It’s the same institutional-grade platform used by firms managing billions.

Live Performance Reporting — Track your returns against the S&P 500, Nasdaq 100, and Russell benchmarks across any time period. View consolidated or per-account.
Activity Summary & Gain/Loss — Beginning value, net additions, realized and unrealized gains, market change—all broken down by account, time period, and asset class.
Strategy Allocation & Holdings — See your exact allocation across our SMA strategies, top holdings with percentage weights, and real-time asset class breakdown.
Transaction History — Every buy, sell, dividend, contribution, and fee—filterable by type, date range, and account. Full transparency into every dollar.
Secure Document Vault — Access statements, tax forms, and shared documents. Upload files, organize into folders, and share securely with your advisory team.
Your Financial Team — Direct contact links to Chris Passarelli (Founder/CEO), Bobby Feisse (Estate & Trust), and Brian Wendroff (Tax & Accounting)—all from inside the portal.
HOME NET WORTH PORTFOLIO VAULT PLANNING CLIENT EXAMPLE HOUSEHOLD Client Example Household TOTAL VALUE $12,652,424 Account Groups JOINT INVESTMENT $4,215,830 TRADITIONAL IRA $2,891,445 ROTH IRA $3,105,612 TRUST $2,439,537 4 accounts across 4 groups My Financial Team CP Chris Passarelli Founder, CEO and CIO BF Bobby Feisse Estate and Trust Planner BW Brian Wendroff Tax and Accounting Top Holdings NVIDIA CORP 9.2% COREWEAVE INC 3.1% MICROSOFT CORP 2.3% META PLATFORMS 2.1% ALPHABET INC 2.1% APPLE INC 2.0% FIDELITY SELECT GOLD 1.8% AMAZON.COM INC 1.7% Performance 33.3% YTD Return ■ Portfolio ▢ Benchmark Gain / Loss Unrealized 5.8M Realized 2.4M Total 8.2M +71% +29% Strategy Allocation ● Equity 62% ● Fixed 25% ● Alts 13% Market Returns S&P 500 21.7% NASDAQ 100 22.4% RUSSELL 1000 21.4%
Financial Planning

RightCapital

Your Interactive Financial Plan — Forward-Looking & Customizable

RightCapital is where your financial plan lives. It models your entire financial future—retirement projections, tax strategies, Social Security optimization, and scenario analysis—all updated in real time as your portfolio and life circumstances evolve.

Retirement Projections — Monte Carlo simulations modeling thousands of market scenarios to calculate your probability of success. See your confidence level update in real time as you adjust assumptions.
Custom Scenario Analysis — Stress-test your plan against specific market conditions: bad decade scenarios, Fed policy shifts, flat returns, or custom CAGR assumptions from 1% to 15%. See how each scenario affects your retirement outcome.
Tax Strategy & Roth Conversion — Visualize the impact of Roth conversions, tax-efficient withdrawals, and distribution strategies. See your effective tax rate, tax allocation summary, and year-by-year projections.
Social Security Optimization — Analyzes 700+ filing strategy combinations to find the optimal claiming age and approach for you and your spouse, maximizing lifetime benefits.
Net Worth & Cash Flow — Interactive balance sheet, spending analysis, and year-by-year cash flow projections. See where your money is going and plan accordingly.
Mobile App — Track your probability of success, account balances, budget, and tasks from anywhere. Upload documents on the go and view plan updates in real time.
Dashboard Investment Retirement Insurance Tax Estate Profile Snapshot Balance Sheet Liquidity Budget Tasks Snapshot Probability of success of Proposed plan 84% Probability of success $13.15mm Net worth 14.2% Effective federal tax rate Asset simulation results 53 68 88 $40mm $20mm Balance Sheet Bank $85,000 Invested assets $12,652,424 Real estate assets $850,000 Credit cards ($12,000) Mortgages ($425,000) Net worth $13,150,424 Assets 97% | Liabilities 3% Current allocation 75/25 ● U.S. Equities 62% ● U.S. Bonds 18% ● Real Estate 12% ● Cash 5% ● Intl Equity 3%
Custodian

Charles Schwab

Your Assets, Held Directly in Your Name

Charles Schwab is one of the largest and most trusted financial custodians in the world. Your assets are held separately in your name—never pooled, always accessible, and fully insured. You maintain direct login access to view holdings, transactions, and account details at any time.

SIPC Insurance — Securities Investor Protection Corporation coverage protects your accounts up to $500,000 (including $250,000 for cash claims).
Direct Account Access — Log in to Schwab.com anytime to view balances, holdings, statements, and tax documents. Your accounts, your access—independent of us.
Seamless Integration — All Schwab account data flows directly into Black Diamond and RightCapital. No manual entry, no lag—everything syncs automatically.
schwab Accounts Trade Research Planning Total Account Value $12,652,424.00 +$18,432.16 today (+0.15%) As of market close Joint Investment Brokerage ****4218 $4,215,830 +$6,128.44 Traditional IRA IRA ****7912 $2,891,445 +$4,207.82 Roth IRA Roth IRA ****3156 $3,105,612 +$4,519.17 Revocable Trust Trust ****8847 $2,439,537 +$3,576.73 SIPC Insured Independent RIA Custodian schwab.com | Mobile App
Get in Touch

Questions? Seeking Further Insight?

Connect with our team to discuss your goals. No obligations, no pressure — just a straightforward conversation about how we can help.

Phone (703) 344-6844
Email info@bullrunim.com
Address 6731 Whittier Avenue, McLean VA, 22101
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